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Hi Jeff,

Thanks for your input. What is the name of the email service you use to send that info to the customer? I figure i could scan everything and attach it to an email, but if there is a way to save time and automate the process that would be helpful. I am a one man show, so i am limited on time.

On the subject of automation. Can you make any recommendations on software to automate the sales follow up process. I know there is a ton of CRMs out there. I am looking for one that is more along the lines of what an internet marketer would use. Automated Text and email follow up with list segmentation. For example, customer gets an initial text and or email after opt in. The first contact gathers basic info like when they plan to make a purchase, if they need a loan, etc. Based on their responses, the follow up is more time sensitive and helpful to both buyer and seller.